The questionnaire returns a score on the basis of which clients fall in either of the category mentioned below. This assessment is made solely on the basis of the financial situation of the client and the answers selected by him / her.
Risk assessment and product Recommendations
The maximum total is 70, if client scores less than 25 he is a low risk appetite client, if client scores between 25-44, he is a medium risk appetite client and if scores above 45 he is high risk appetite client.
Low risk appetite client will not be offered any services.
Risk Based Classification of the Services
|S. No.||Product||Range||Risk Classification|
|1||All Premium Plans||0-18||Low|
|2||All Premium Plus & Premium HNI Plans||19-36||Medium|
|3||All Ultra Premium & Ultra Premium HNI Plans||37-57||Moderate|
|3||All Ultra Premium & Ultra Premium HNI Plans||>57||High|
Identifying your Investment Profile Please answer questions 1 – 18
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Garuda is the symbol of courage and prosperity. We believe that the people entering into stock market are aware of the risk and returns involved with investment in stock market. Therefore, we call it as a courageous approach from clients end, and with our time and tested financial models to generate high quality signals we try to make sure that the investment made by the clients grow by leaps and bounds for their prosperity. Garuda Finance is a pure play SEBI Registered financial advisory and consulting company. We are a team of highly qualified professionals who are working with complete dedication towards the achievement of financial goals of our clients. We are not associated with any brokers and therefore provide unbiased research to our clients which is discretionary service. We strive hard to make our clients satisfied with our return strategy so that the financial future of them is secured.